The Viable Group, INC.

The Viable Group offers personalized investment management and financial planning to individuals, trusts, estates, and charitable organizations. The firm assists clients with retirement planning, cash flow management, tax strategies, insurance reviews, education funding, and estate planning. The Viable Group designs tailored portfolios and can also direct client accounts to third-party money managers such as Gradient Investments and ITS Asset Management. The firm operates on a fee-based model and does not sell commissioned products directly, although the firm's president maintains outside affiliations as an insurance agent and with another registered investment advisor. The Viable Group emphasizes a client-first approach, collaborating closely with clients to establish investment goals and risk tolerances while maintaining direct control of assets through qualified custodians.